Purchases and Sales Made in Q2 2025 in Energy Sector Spdr (XLE)
This table provides information about the institutional ownership of Energy Sector Spdr (XLE) during Q2 2025. The information is specifically focused on institutions that hold shares of ENERGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.7K+ 5.82% |
$436K - $537K
|
104K
$9.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
5.62K+ 1404.75% |
$430K - $529K
|
6.02K
$533K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.62K+ 76.45% |
$429K - $529K
|
13K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
5.61K+ 7.13% |
$429K - $528K
|
84.3K
$7.47M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.59K+ 41.05% |
$427K - $526K
|
19.2K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.53K+ 163.89% |
$423K - $520K
|
8.9K
$789K
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
5.51KNew |
$421K - $519K
|
5.51K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.51K+ 0.79% |
$421K - $519K
|
703K
$62.3M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.45K+ 11.32% |
$417K - $513K
|
53.6K
$4.75M
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
5.34K+ 12.46% |
$408K - $503K
|
48.2K
$4.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
5.19K+ 7.91% |
$397K - $489K
|
70.8K
$6.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
5.18KNew |
$396K - $488K
|
5.18K
$459K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.16K+ 76.62% |
$394K - $485K
|
11.9K
$1.05M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.08K+ 22.55% |
$389K - $479K
|
27.6K
$2.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
BUY
|
- |
5.03K+ 24.95% |
$384K - $473K
|
25.2K
$2.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.97K+ 88.71% |
$380K - $468K
|
10.6K
$937K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.97KNew |
$380K - $468K
|
4.97K
$440K
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.96K+ 6.2% |
$379K - $467K
|
85K
$7.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
4.9KNew |
$375K - $461K
|
4.9K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.88K+ 2.94% |
$373K - $460K
|
171K
$15.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.79KNew |
$366K - $451K
|
4.79K
$425K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
4.75K+ 49.41% |
$363K - $447K
|
14.4K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.73KNew |
$362K - $445K
|
4.73K
$419K
|
|
|
Jul 31, 2025
Q2 2025
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
4.67K+ 170.13% |
$357K - $439K
|
7.41K
$656K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.53K+ 26652.94% |
$346K - $427K
|
4.55K
$403K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.53K+ 4.86% |
$346K - $426K
|
97.7K
$8.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.51K+ 31.67% |
$344K - $424K
|
18.7K
$1.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
4.4K+ 98.37% |
$336K - $414K
|
8.86K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.33K+ 76.7% |
$331K - $407K
|
9.97K
$883K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
4.3K+ 55.06% |
$328K - $404K
|
12.1K
$1.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.29KNew |
$328K - $404K
|
4.29K
$380K
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
4.25K+ 53.07% |
$325K - $400K
|
12.3K
$1.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Vera Bank, N.A.
|
BUY
|
- |
4.23KNew |
$323K - $398K
|
4.23K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.18K+ 24605.88% |
$320K - $394K
|
4.2K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.14K+ 9.7% |
$316K - $389K
|
46.8K
$4.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
4.13K+ 8.4% |
$316K - $389K
|
53.3K
$4.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.12K+ 5.96% |
$315K - $388K
|
73.3K
$6.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.12K+ 0.4% |
$315K - $388K
|
1.02M
$90.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.11K+ 19.04% |
$314K - $387K
|
25.7K
$2.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
4.09K+ 25.3% |
$313K - $385K
|
20.3K
$1.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.01KNew |
$306K - $377K
|
4.01K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
3.99K+ 30.74% |
$305K - $375K
|
16.9K
$1.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.87K+ 10.84% |
$296K - $364K
|
39.6K
$3.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.85K+ 10.34% |
$294K - $362K
|
41.1K
$3.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.77K+ 5.03% |
$288K - $355K
|
78.8K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.75KNew |
$287K - $353K
|
3.75K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 1.47% |
$286K - $353K
|
259K
$22.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.72KNew |
$284K - $350K
|
3.72K
$330K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
3.71KNew |
$284K - $349K
|
3.71K
$329K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.7K+ 45.01% |
$283K - $348K
|
11.9K
$1.06M
|